TCFG Investment Advisors’s Helmerich & Payne HP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$758K Buy
23,153
+7,103
+44% +$266K 0.26% 107
2026
Q1
$578K Buy
+16,050
New +$547K 0.22% 113

Other funds holding HP

TCFG Investment Advisors's HP Position: Q2 2026 in Review

TCFG Investment Advisors increased its Helmerich & Payne (HP) stake by 44% in Q2 2026, buying an estimated $266K and bringing the position to 23,153 shares worth $758K. The position accounts for 0.26% of the portfolio, ranked #107.

TCFG Investment Advisors first reported a position in HP in Q1 2026 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold HP as of Q2 2026.

  • TCFG Investment Advisors held 23,153 shares of Helmerich & Payne worth $758K as of Q2 2026.
  • TCFG Investment Advisors bought 7,103 Helmerich & Payne shares in Q2 2026, an estimated $266K.
  • Helmerich & Payne made up 0.26% of TCFG Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • TCFG Investment Advisors first reported a position in Helmerich & Payne in Q1 2026 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2026.

Based on TCFG Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.